Investment Podcast #43 - Opportunities in Global Markets

Global markets may be dominated by the US, but that doesn’t mean the best opportunities are. In this episode, host Andrew Rocks is joined by Kevin Bertoli from PM Capital to explore how long-term, flexible investing can uncover genuine market anomalies around the world. From European banks and global decoupling to inflation, AI and commodity cycles, Kevin explains why they're looking beyond index weights and short-term market narratives to back a small number of high-conviction themes. With valuations stretched in parts of the US and Australian markets, the discussion highlights why flexibility, patience and a truly global opportunity set may matter more than ever. Kevin Bertoli LinkedIn: https://www.linkedin.com/in/kevinbertoli/ Explore global market opportunities with PM Capital’s Global Companies Fund: https://www.pmcapital.com.au/ General Disclaimer – https://www.ensombl.com/disclaimer/